All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

ECB economist Vanessa Gunnella speaks on an MNI podcast about Chinese exports to Europe.

May-06 11:27

The CNB will decide between a 25bp cut and a pause as the repo rate approaches its estimated neutral level.

May-06 10:23

The NBP is expected to cut interest rates for the first time since autumn 2023 as data continue to turn out dovish.

May-06 09:16

MNI speaks with the ISM Services survey chair.

May-05 17:39

MNI interviews ex-Dallas Fed adviser DiMartino Booth.

May-05 17:16

Former BOC and finance advisor says the direction of rates is clear but the extent of reduction remains foggy.

May-05 15:22

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FI Market Analysis

Structural positioning continues to move toward the long side across European bond futures.

May 02, 2025 12:10

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region.

May 02, 2025 05:57

Nonfarm payrolls are seen increasing a seasonally adjusted 135k in April.

April 30, 2025 07:20

MNI consensus is for the core HICP rate to accelerate slightly to 2.5% Y/Y (vs 2.4% prior).

April 28, 2025 04:14

FX Market Analysis

The impact of tariffs in the “hard” data remains inconclusive even as the “soft” data flashes warning signals

April 25, 2025 06:13

A weekly wrap of some of the key data/macro events for the Asia Pac region

April 25, 2025 05:57

It wasn’t just markets paying attention to the Fed’s patient messaging this week.

April 17, 2025 08:47

It wasn’t just markets paying attention to the Fed’s patient messaging this week.

April 17, 2025 08:44